text: Original by Dongchedi Cailimei
[Original by Dongchedi Industry] "The delivery volume in the third quarter did not meet expectations? Tesla just released the data, and its market value evaporated by more than 500 billion yuan overnight."
According to the latest news, as of October 3, US stock closed, Tesla's stock price plummeted 8.61%, at US$242.4 per share, with a total market value of US$759.6 billion, evaporated by about US$71.5 billion (approximately RMB 508 billion) , creating the largest single-day decline in the past four months.
market analysis pointed out that the reason for the plunge in Tesla 's stock price is mainly because its delivery volume in the third quarter was lower than analysts' expectations .
As of the close of US stocks on October 3, Tesla's stock price plummeted 8.61%
On October 3, Beijing time, Tesla released the automobile production and delivery data for the third quarter of 2022.
data shows that in the third quarter of , Tesla produced more than 365,000 cars and delivered more than 343,000 cars for . The delivery performance in the quarter hit a new high, up 42.4% year-on-year and 34.9% month-on-month, breaking the record of 310,000 vehicles set in the first quarter of 2022.
Tesla produced more than 365,000 cars in the third quarter and delivered more than 343,000 cars. It is worth mentioning that according to Tesla's production and delivery report data in the third quarter of the past years, from 2013 to 2022, the delivery volume in the third quarter has increased by more than 62 times year-on-year in the third quarter since 2013 to 2022.
Tesla's delivery data in the third quarter of the past decade compared with
However, the market's previous estimate of Tesla's delivery volume in the third quarter was 357,900, which was lower than expected.
It should be noted that the difference between Tesla's delivery volume and output in in the third quarter began to widen, with production volume exceeding the delivery volume by 22,000 vehicles. This production and sales gap is relatively rare for Tesla . Tesla blamed logistics transportation for the reason that delivery volumes were lower than expected, and pointed out that many vehicles were "still in transportation".
Tesla's annual production capacity has exceeded 750,000 vehicles, and it is also Tesla's current highest production capacity. Tesla said that for a long time, Tesla's delivery volume has suddenly increased at the end of each quarter due to mass production methods for different regional markets. With the continuous increase in output, the challenge of ensuring transportation capacity at reasonable costs during peak logistics and transportation periods is becoming increasingly greater. In the third quarter, Tesla began a transition to "more balanced mass production for different regional markets in weekly units", which led to an increase in the number of cars still in the transportation process at the end of the quarter.
It is worth mentioning that Tesla had previously proposed the goal of "annual delivery volume growth of 50%", that is, plans to deliver 1.5 million cars in 2022. This means that Tesla needs to achieve deliveries of more than 450,000 vehicles in the last quarter of this year.
In your opinion, will Tesla achieve the set delivery target this year?
